COUNSEL WEALTH MANAGEMENT, INC.
COUNSEL WEALTH MANAGEMENT, INC. of ARDEN HILLS, MN is an SEC-registered investment adviser (CRD 115165). Regulatory assets under management: $146.9M.
Registration
- CRD: 115165
- SEC file number: 801-63114
- Type: Registered investment adviser
- Location: 6 PINE TREE DRIVE, SUITE 100, ARDEN HILLS, MN, 55112
- Phone: 651-639-8707
- Latest filing: 2020-06-30
- Regulatory AUM: $146.9M
- Discretionary AUM: $146.9M
- Clients: 10
- Accounts: 1,538
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| MCCREADY PAUL STUART | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Wood Mitchell Alan | CHIEF OPERATING OFFICER | — |
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